Coleford Investment Management Ltd. Sells 1,605 Shares of Visa Inc. $V

Coleford Investment Management Ltd. lessened its stake in shares of Visa Inc. (NYSE:V) by 2.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 70,464 shares of the credit-card processor’s stock after selling 1,605 shares during the period. Visa accounts for about 6.0% of Coleford Investment Management Ltd.’s portfolio, making the stock its 6th largest position. Coleford Investment Management Ltd.’s holdings in Visa were worth $24,712,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of V. Norges Bank acquired a new position in shares of Visa during the 4th quarter valued at $5,877,738,000. Corient Private Wealth LLC lifted its position in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Holocene Advisors LP lifted its position in shares of Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares during the period. SG Americas Securities LLC lifted its position in shares of Visa by 121.7% during the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares during the period. Finally, Danske Bank A S acquired a new position in shares of Visa during the 3rd quarter valued at $565,684,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Bank of America assumed coverage on shares of Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 target price on the stock. Morgan Stanley reiterated an “overweight” rating and set a $415.00 target price on shares of Visa in a research report on Wednesday, April 29th. UBS Group boosted their target price on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Evercore set a $350.00 price target on shares of Visa in a research note on Wednesday, April 29th. Finally, Truist Financial set a $371.00 price target on shares of Visa and gave the company a “buy” rating in a research note on Tuesday, May 12th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $387.78.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: A U.S. judge gave preliminary approval to Visa’s revised $38 billion swipe-fee settlement, removing some legal overhang and suggesting the long-running merchant dispute may be moving toward resolution. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Positive Sentiment: Visa is expanding beyond traditional card processing, with new efforts in stablecoin settlement, AI-driven payment automation, and broader B2B payment infrastructure, which could support longer-term growth. Visa Tests Stablecoins And AI As It Rebuilds Payment Infrastructure
• Positive Sentiment: Wirex joined Visa’s Agentic Ready program, reinforcing Visa’s push into AI-enabled, agent-initiated payments and expanding its relevance in digital commerce. Wirex Joins Visa Agentic Ready Programme to Enable AI-Driven Payments
• Positive Sentiment: Unusual options activity showed a sharp increase in call buying, signaling rising trader optimism that Visa’s stock could continue to move higher.
• Neutral Sentiment: Analyst and market commentary highlighted Visa as a trending stock and noted its growing network advantages through partnerships like Valor PayTech, but these items were more informational than clearly market-moving. Can Visa Deepen Its Network Advantage Through Valor PayTech? Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It

Visa Stock Performance

Shares of V stock opened at $324.93 on Wednesday. The firm has a market capitalization of $582.84 billion, a PE ratio of 28.30, a price-to-earnings-growth ratio of 1.71 and a beta of 0.77. The firm has a fifty day simple moving average of $317.40 and a two-hundred day simple moving average of $324.48. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the previous year, the business posted $2.76 EPS. Visa’s quarterly revenue was up 17.1% on a year-over-year basis. Analysts forecast that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio is presently 23.34%.

Visa declared that its board has authorized a stock buyback plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling at Visa

In other news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.12% of the company’s stock.

Visa Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.